Retirement Tracker

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401(k) ยท BPTRX

Retirement Tracker

Current balance
โ€”
Cost basis
Market change since first
Held since

Balance history

ActualExpected 11.34%/yr + contributions

Pre-10/21/2026 entries come from brokerage open lots (NAV = lot unit cost) and month-end BPTRX NAVs (Yahoo Finance). Sold lots and consolidated payroll buys aren't listed, so contributions may be incomplete.

Projections

Milestones

Inputs

Holdings note

History & lot log

Not financial advice. Projections are illustrative estimates only.